Litify
Litify Matters has a supported built-in connector on Standard and above. Litify Intakes connects through Zapier. Confirm the fields and scope.
Discuss LitifyIntegrations
Kayse works alongside most CRMs.
Connect the follow-up.
Connect case information with the conversations and tasks in Kayse. Start with your system, the fields you need, and who will maintain the connection.
Connection planning
Your case systemRecords, fields, and permissions
KayseOutreach, responses, and next stepsEmail / SMS text / Voice
Confirm the integration method, mapped fields, and ownership for your system.
Start with the system your firm uses.
Use these links to carry your system into the conversation. We will confirm the supported connection and scope.
Law Ruler
A supported built-in connection on Standard and above. Confirm your case types, required fields, and mapping scope.
Discuss Law RulerSmartAdvocate
A supported built-in connection on Standard and above. Confirm your case types, required fields, and mapping scope.
Discuss SmartAdvocateSalesforce
Connect through Zapier. Confirm the available triggers and fields, and who will configure and maintain the connection.
Discuss SalesforceChoose the connection that fits the work.
Kayse holds the lead, the call, the form and the signature in one place. When your firm also runs a CRM, Kayse connects to it three ways. Every system below says which way. That way you know what is built in, what you set up in Zapier, and what your team connects by webhook.
Built-in connector
Kayse built it and maintains it. Two-way with your case system. What your plan covers depends on the plan: on Standard and above Kayse builds and maintains your case system connection, up to three case types and fifty mapped fields. On Growth your firm connects Kayse through Zapier, a webhook or the open API, with Builder guiding. You set it up with our written guide and a 15 to 30 minute call, and you create a few test leads before go-live.
Through Zapier
These systems have their own Zapier app. So does Kayse: 9 instant triggers and 10 actions. You build the Zap in your Zapier account, and we walk you through it. A paid Zapier plan is needed for multi-step Zaps.
For Speed-to-Lead timing, send new leads to Kayse on an instant trigger or a webhook. Some Zapier triggers check for new records every 1 to 15 minutes, depending on the app and your Zapier plan.
Webhook and open API
Any system that can send or receive a webhook. Your team or your vendor connects it to Kayse's open API. Kayse provides the docs, a sandbox and support. Available on Growth, Standard and Enterprise.
Every system, and how it connects
Each system carries exactly one method, so you never have to guess whether yours is built in or something your team wires up.
Built-in connector
Legal CRMs
- Law Ruler
- Litify Matters
- SmartAdvocate
Built-in connector
Contact center
- Five9 Workflow Automation (WFA)
One way, Kayse to Five9 WFA. For firms whose intake runs on Five9 WFA, Kayse sends leads and outcomes out to your Five9 WFA workflows. Leads reach Kayse through the Kayse API or MCP, so no two-way Five9 WFA connector is needed.
Through Zapier
Legal case management and intake
- Litify Intakes
- Filevine
- Lead Docket
- Clio Manage
- CASEpeer
- MyCase
- PracticePanther
- Actionstep
- Smokeball
- Lawmatics
- Rocket Matter
- CosmoLex
- CARET Legal
- Neos
- Docketwise
- Lawcus
- GoHighLevel
Through Zapier
Sales and marketing CRMs
- Salesforce
- HubSpot
- Zoho CRM
- Pipedrive
Through Zapier
Lead sources and forms
- Facebook Lead Ads
- Google Ads Lead Forms
- Jotform
- Typeform
- Gravity Forms
- Unbounce
- CallRail
Through Zapier
Calendars, signatures, payments
- Calendly
- Acuity Scheduling
- Google Calendar
- DocuSign
- LawPay
Through Zapier
Everyday tools
- Gmail
- Outlook
- Google Sheets
- Slack
- Microsoft Teams
- Mailchimp
Not on the list?
Most systems connect through Zapier or a webhook. If yours needs something built, that is a scoped project, priced and agreed in writing before any work begins.
Good to know
- Kayse does no work inside your system. We give you a guide and a joint call. Your team makes the change.
- Connections move data. They do not merge duplicates or resolve conflicts. Last write wins.
- Moving old records into Kayse is a separate, quoted project.
- What Zapier or another vendor supports today can change. That is theirs to control, not ours.
Product names and logos belong to their owners. A name on this page means Kayse can connect to that product by the method shown. It does not mean that company endorses Kayse or built the connection.
Popular Legal Tech Integrations
Every system says how it connects. Built-in connectors are built and maintained by Kayse. Everything else connects through Zapier or a webhook.
- Law RulerBuilt-in connector
- Litify MattersBuilt-in connector
- SmartAdvocateBuilt-in connector
- Five9 Workflow AutomationBuilt-in connector
- Litify IntakesThrough Zapier
- FilevineThrough Zapier
- Clio ManageThrough Zapier
- CASEpeerThrough Zapier
- NeosThrough Zapier
- SalesforceThrough Zapier
- HubSpotThrough Zapier
- Zoho CRMThrough Zapier
- Microsoft 365Through Zapier
- GmailThrough Zapier
- SlackThrough Zapier
- Google SheetsThrough Zapier
- CalendlyThrough Zapier
CRM and case management
Kayse connects to case management systems three ways: a built-in connector, through Zapier, or by webhook and open API.
Five9 Workflow Automation
Built-in connector for firms running Five9 WFA. One way, Kayse to Five9 WFA.
Custom connections
Through Zapier, or by webhook and open API. Anything that needs building is a scoped project, priced and agreed in writing before any work begins.
Legal tools through Zapier
Litify Intakes, Filevine, Clio Manage, CASEpeer and more. Through Zapier. See the tiers above for the full list.
Text Messaging Enhancement
Adds intelligence to your SMS text messaging
Phone System Connection
Connects to your phone system by webhook or Zapier
Workflow Builder + Zapier Integration
Swipe or scroll horizontally to see each example. →
| Feature | Description | Example |
|---|---|---|
| Zapier Integration | Securely connect with 8,000+ apps | Push client doc updates to Salesforce or Clio Manage |
| Workflow Builder | No-code automation designer | Trigger human-like AI calls, messages, and reminders when case deadlines approach |
| Event-Based Triggers | Automate based on client/case events | Send alerts when a client hasn't replied in 7 days |
| App Compatibility | Legal & productivity tools supported | Syncs with Clio Manage, Salesforce, Google Sheets, Outlook and Slack, all through Zapier |
Guardrails and setup
- Allowed calling hours, time zone rules, and frequency caps
- Recording consent in the states that require it
- AI disclosure on calls
- Opt-in capture for SMS text and Voice AI
- A dedicated compliance log of outreach attempts
Kayse does not provide legal advice, and makes no guarantee of any regulatory outcome. What happens depends on how your firm sources contacts, obtains consent, and configures outreach.
A written guide and a 15 to 30 minute call. You create a few test leads before go-live.
Keep your case system in the loop.
Choose who will build and maintain the connection before you launch.
Growth: your connection
Your firm or vendor builds and maintains the connection using Zapier, customer-configured webhooks, or the open API, with Builder guiding.
Standard and above: Kayse-managed
Kayse builds and maintains the supported case system connection, up to three case types and fifty mapped fields. Additional work is scoped and agreed in writing.
Read the integration scopePut it to work
Bring the system and the workflow.
A case type, a sample field list, and the desired next step make the integration conversation more useful.